Dening Wu Lohez on Loss, Grief, Financial Insecurity, and Embracing Life
- Taking Financial Planning to New Heights. Kahan, Stuart // Practical Accountant;Apr2005 Supplement, p10
The article focuses on Bernard M. Kiely, founder and owner of Kiely Capital Management Inc. in Morristown, New Jersey which is a fee-only investment management and financial planning firm. What probably galvanized Bernie Kiely and elevated him to the top tiers of financial planners were the...
- Dream Healers. Peck, Maureen // Journal of Financial Planning;May2007, Vol. 20 Issue 5, p10
The article presents a letter from the editor of the "Journal of Financial Planning" concerning the May 2007 issue. Articles in the issue discuss the effects of terrorist attacks on the United States on September 11, 2001, on one woman's personal finances, ways in which financial planners can...
- Managers Stumble onto Ground Zero. Pizzani, Lori // Investment Management Weekly;9/17/2001, Vol. 14 Issue 37, p1
Reports on the terrorist attacks witnessed by fund managers Bill D'Alonzo and Jeff Fields on September 11, 2001.
- A Practical Approach to Merging Your Clients' Money with Their Lives. Diliberto, Roy // Journal of Financial Planning;Sep2006 Supplement, p16
This article provides financial planning advice from Roy Diliberto, the author of the book "Financial Planning--The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives." Diliberto examines the practice of financial planning, and provides an anecdote regarding his...
- Money manager search activity off 18%; U.S. stock indexing hit hard. Kovaleski, Dave // Pensions & Investments;3/18/2002, Vol. 30 Issue 6, p3
Focuses on issues related to money search activity in Louiseville, Kentucky. Impact of the decreased activity on domestic indexed equity placements; Reason for the apprehension to launch searches; Exacerbation of the slowdown in the business by the terrorists attack in the U.S.
- SIX MONTHS LATER. Kovaleski, Dave // Pensions & Investments;3/4/2002, Vol. 30 Issue 5, p1
Features the changes observed by money managers (MM) on the business condition after the September 11 terrorist attacks in the U.S. Preference of sales executives to schedule fewer appointments in a day; Alternative offered by video conferencing in the communication between MM and plan sponsors...
- Economy, terrorism put stock trading off by 50%. Williams, Fred // Pensions & Investments;3/4/2002, Vol. 30 Issue 5, p2
Reports the decline of stock trading in the U.S. Reaction of money managers on the condition; Contribution of the September 11 terrorist attacks in worsening the situation; Strategy of other players in avoiding the impact of the decline on the trading market.
- The New Order. // Advisor Today;Dec2001, Vol. 96 Issue 12, p110
Suggests the need for financial professionals to help clients define and achieve their financial goals in the aftermath of the September 11, 2001 terrorist attacks on the United States. How the attacks changed the way of life of citizens; Benefits provided by technology; Role of financial advisors.
- ONE YEAR LATER, THE INDUSTRY AND THE WORLD SEEK CLOSURE. Sraeel, Holly // U.S. Banker;Sep2002, Vol. 112 Issue 9, p10
Discusses the impact of the September 11, 2001 terrorist attack against the United States on the financial services industry. Difficulties encountered by the industry following the terrorist attack; Factors that contributed to the nation and the industry's ability to recover from the incident.